Klingman & Associates’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-666
| Closed | -$48K | – | 166 |
|
|
2016
Q3 | $48K | Hold |
666
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $52K | Hold |
666
| – | – | 0.02% | 185 |
|
|
2016
Q1 | $48K | Hold |
666
| – | – | 0.02% | 192 |
|
|
2015
Q4 | $39K | Hold |
666
| – | – | 0.01% | 221 |
|
|
2015
Q3 | $42K | Hold |
666
| – | – | 0.02% | 213 |
|
|
2015
Q2 | $37K | Hold |
666
| – | – | 0.01% | 200 |
|
|
2015
Q1 | $42K | Hold |
666
| – | – | 0.02% | 180 |
|
|
2014
Q4 | $43K | Buy |
+666
| New | +$43K | 0.02% | 185 |
|